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Triad Wealth Partners’s State Street SPDR S&P Kensho New Economies Composite ETF KOMP Stock Holding History

Triad Wealth Partners’s Portfolio KOMP Stock Details KOMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-275
Closed -$12.7K – 515
2024
Q2 		$12.7K Buy
+275
New +$12.7K 0.01% 421

Other funds holding KOMP

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SA
Strategic Advocates Logan, Utah $22.6M AUM 26.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return
TW
Towerpoint Wealth Sacramento, California $289M AUM 24.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Triad Wealth Partners's KOMP Position: Q3 2024 in Review

Triad Wealth Partners sold out of State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) in Q3 2024, closing a stake of 275 shares — an estimated $12.7K sold.

Triad Wealth Partners first reported a position in KOMP in Q2 2024 and held it in 1 quarter. The position peaked at $12.7K in Q2 2024. 129 funds tracked by Wall St. Rank hold KOMP as of Q3 2024.

  • Triad Wealth Partners reported no remaining State Street SPDR S&P Kensho New Economies Composite ETF position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 275 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q3 2024, an estimated $12.7K.
  • Triad Wealth Partners first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $12.7K in Q2 2024.
  • 129 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.